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SBI Infrastructure Fund vs Tata Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4969 Cr | ₹2224 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jul 2007 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Infrastructure TRI | BSE India Infrastructure Index |
| Turn Over | 43% | 20.89% |
| Expense Ratio | 1.88 | 2.06 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200K01CT2 | INF277K01782 |
| Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -2.56% | -3.89% |
| 6 Month | 11.43% | 16.14% |
| 1 Year | -11.77% | -14.99% |
| 3 Year | 21.53% | 18.27% |
| 5 Year | 25.4% | 27.05% |
SIP Return Analysis
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -2.43% | -0.29% |
| 1 Year | -5.7% | -4.62% |
| 3 Year | 14.79% | 12.65% |
| 5 Year | 20.37% | 19.29% |
Rolling Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 9.43% | 12.79% |
| 3 Year | 11.31% | 12.46% |
| 5 Year | 10.98% | 11.37% |
Risk Management
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.08% | 17.57% |
| Sharp | 1.09% | 0.86% |
| Beta | 1.04% | 1.16% |
| Alpha | 6.01% | 3.41% |
Fund Managers
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhinav Sharma |
| Total AUM | ₹434274 Cr | ₹5613 Cr |
| Funds Managed | 43 | 3 |
| SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 8.77 | 8.34 |
| Large Cap | 47.76 | 31.8 |
| Mid Cap | 19.17 | 19.01 |
| Small Cap | 24.29 | 40.86 |
Sector Allocation
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 5.19 | 5.26 |
| Energy | 12.3 | 1.26 |
| Industrials | 33.05 | 47.3 |
| Financial Services | 16.97 | - |
| Basic Materials | 12.15 | 17.02 |
| Consumer Cyclical | 3.2 | 4.12 |
| Real Estate | 2.8 | 7.56 |
| Communication Services | 8.12 | 1.47 |
| Utilities | 6.22 | 15.24 |
| Technology | - | 0.76 |
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